I received your appointment request and will be in contact shortly. In the meantime, please feel free to reach out to me directly with any questions at cain@leonardwealth.net or visit my website at http://leonardwealth.net.

Thank you,

Cain Leonard, CEP®, MCEP®

MASTER CERTIFIED ESTATE PLANNER™


(704) 735-7427
cain@leonardwealth.net

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Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Leonard Wealth Management are not affiliated companies. Investing involves risk. including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits, safety, security, or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims paying ability of the insurance company. Our firm does not provide tax or legal advice. Please consult with a qualified professional before making any purchasing decisions. Our firm is not affiliated with the U.S. Government or any governmental agency.

Life insurance policies are contracts between your client and an insurance company.  Life insurance product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Life insurance policies are not FDIC Insured. Index universal life products are not an investment in the "market" or in the applicable index and are subject to all policy fees and charges normally associated with most universal life insurance. Life insurance riders may be available for an additional annual fee; riders may not be available in all states. 468378